Mission Statement

The charity aimed to improve its data management and reporting capabilities to enhance operational efficiency and data driven decision making. The project involved migrating and cleansing the main database, implementing a new CRM system, and developing reporting solutions to enable better insights and stakeholder engagement.

Tools Used

·       Alteryx (data cleansing and validation)

·       Donorfy (CRM implementation)

·       PowerApps (workflow automation)

·       Power BI (data visualisation and reporting)

Detailed Solution

The project kicked off with a thorough review of the organisation’s datasets, ensuring we had a clear understanding of the information landscape. Using Alteryx, we then carried out a comprehensive data cleansing and validation process, laying the groundwork for reliable and consistent insights.

With data integrity secured, we migrated the refined dataset into the Donorfy CRM platform, helping the organisation centralise its information, simplify day-to-day operations, and strengthen stakeholder relationships.

To further enhance efficiency, we introduced PowerApps to automate key workflows, removing repetitive manual tasks and improving data accuracy. Finally, we leveraged Power BI to create interactive dashboards and reports, giving the team real-time visibility into operations and empowering them with timely, actionable insights.

Impact

·       Freed up time of charity staff enabling more time for staff to spend with service users.

·       Reportable KPIs for charity investors on service use bolstering investor loyalty and repeat donations.

·       Enhanced data quality and integrity through improved data management processes.

·       Streamlined operations and stronger stakeholder engagement enabled by the Donorfy CRM system.

·       Accurate, timely reporting with Power BI empowered the organisation to make better informed decisions